Latest Results from /wealth
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Wealthfront, the software-based wealth management company that is targeting the millennial segment, has raised $75 million in a funding round led by Tiger Global Management.
05 January 2018
Credit Suisse has acquired a ten percent stake in Singaporean digital wealth aggregation platform Canopy.
14 December 2017
Schroders in Singapore has launched an online chatbot operating through Facebook Messenger to answer client queries and fetch and display requested fund management data.
The world's third largest asset manager, State Street Global Advisors (SSGA), has taken a strategic minority stake in UK fintech startup and online pension manager PensionBee.
12 December 2017
Morgan Stanley is the latest Wall Street titan to enter the robo-adviser arena, launching a digital platform it hopes will attract the high net worth clients of the future while they are still millennials.
05 December 2017
ABN Amro is moving into the robo-advisory space, preparing for the launch of a new digital wealth management platform in Germany.
09 November 2017
Wells Fargo is blending robo-advisor technology with the human touch for a new investment advisory account dubbed Intuitive Investor.
06 November 2017
Japan's megabanks are planning to make huge, long-term cuts to their workforces as they increasingly turn to artificial intelligence (AI) and automation in a bid to streamline operations and cut costs.
31 October 2017
UK digital wealth platform Moneyfarm is aiming to move into the personal financial management space with the acquisition of financial chatbot technology startup Ernest.
06 October 2017
UK insurer Aviva has acquired a majority stake in a startup robo-adviser for an undisclosed sum.
05 October 2017
ING in Germany is to roll out a digital wealth manegement service in a pilot project with robo-advisory startup Scalable Capital.
14 September 2017
BNP Paribas has made a move into the robo-advisory sector, buying a majority stake in Belgian specialist Gambit Financial Solutions. Terms of the deal were not disclosed.
07 September 2017
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